Need an older or more detailed release history? Contact [email protected].
July 2026
July 3, 2026
Inbox- Cleaner filter menu - the inbox filter dropdown is more compact, shows a property preview when you filter by property, and keeps its height steady as you scroll. Learn more.
- Gmail reply prefill - when you reply from a Gmail channel, the composer now fills in the recipient details for you.
- Guesty check-in status in the sidebar - conversations tied to a Guesty reservation now show the guest’s check-in form status and a link to the reservation in the inbox sidebar. Learn more.
- WhatsApp automated replies - automated messages sent through WhatsApp now show an automation badge, and long messages are translated in full.
- Snappier AI chat - AI replies in chat now appear as complete messages instead of a slow typewriter effect.
- Suggested Reply clears on send - the Suggested Reply card now clears as soon as you approve or send it, so you do not act on it twice.
- Mobile composer polish - the mobile inbox composer actions are easier to tap and the “new message” loading state is more stable.
- Bulk edit in People - select several people at once and update shared fields in one step. Learn more.
- Reliable guest type - contacts marked as Guest now stay set to Guest after edits.
- Auto-complete vendor visits on mobile - vendor visits now close out automatically on the mobile app when the work is finished. Learn more.
- Reliable new task sidebar - the new task sidebar now opens cleanly every time.
- Resend vendor invites - property managers can now resend a vendor invite or trigger a password reset from vendor settings. Learn more.
- Delete PMS-linked properties - you can now delete a property in Trellis even when it is linked to a connected property management system (PMS). Learn more.
- Co-signed contracts - send one contract to multiple signers and collect every signature on the same document.
- Parking-request template - a new workflow template detects parking requests in guest messages so you can respond faster. Learn more.
- Chekin connection - connect Chekin so your AI Agent can use Chekin data during guest conversations. Learn more.
- Steadier Guesty sync - legacy Guesty inquiries and check-in updates now load and refresh more reliably. Learn more.
- Breezeway task sync fix - task updates from Breezeway now sync back into Trellis without dropping changes. Learn more.
June 2026
June 9, 2026
AI Hub and AI Agent- Live plans in chat - the AI Agent can now show a step-by-step checklist while it works on larger requests. Learn more.
- Clarifying questions - when the agent needs more information, it can pause, ask a question, and continue after you answer.
- More natural replies - agent replies now better follow your agent instructions and avoid overly robotic wording.
- Ramp connection - approved agents can look up Ramp card spend and add property notes to transaction memos. Learn more.
- Clearer working status - long AI replies now show progress labels so you can see that work is still moving.
- More reliable long replies - interrupted AI responses now retry more cleanly instead of stopping early.
- Assignment views - Inbox now includes quick views for Assigned to me, Assigned to others, and Unassigned. Learn more.
- Create task from conversation - create a linked task from a conversation with the conversation context already included.
- Editable saved views - update saved inbox filters without deleting and recreating the view.
- Better reservation matching - the reservation picker now searches the full visible month before filtering.
- Clearer missed call cards - missed Quo calls now show as Missed call in the thread and inbox preview.
- Fresher sidebar previews - conversation sidebars now stay more current after new messages arrive.
- Operations column - the properties list can show key operational owners, such as cleaning, maintenance, inspection, and front office. Learn more.
- Owner portal calendar links - reservation details can show owner portal calendar links when available.
- More supported property edits - additional supported property fields can stay aligned with connected property systems.
- Shift clock - workers can clock in and out from the app, and admins can record times when needed. Learn more.
- Optional completion media - workers can attach photos or videos when finishing a task or visit, even when media is not required. Learn more.
- Vendor workspace fixes - vendor task visibility and vendor-created task handling are more reliable.
- Mobile stability - task list navigation and mobile route recovery are more reliable.
- Clearer run failures - failed workflow steps now show the failing step and a clearer reason. Learn more.
- Cleaner workflow overview - workflow folders now start collapsed for a calmer page.
- More flexible AI-started workflows - AI-started workflows now handle supported workflow details more reliably.
- Drive-style artifact page - Artifacts now open in a card grid with previews for supported images, videos, documents, dashboards, and forms. Learn more.
- Cleaner ready cards - artifact cards no longer show a ready badge when no action is needed.
- Better generated artifacts - AI-created artifacts now recover more clearly when generated content needs correction.
- Richer Pulse rows - Pulse rows now show guest, property, and reply context inline so managers can scan activity faster. Learn more.
- Integrations directory - Settings now includes a browseable integrations directory with connection status and direct actions. Learn more.
- Krossbooking refresh listings - refresh Krossbooking listings on demand from the integration page. Learn more.
- Guesty, Hostaway, and Rentals United fixes - several connected property and message updates now stay aligned more reliably.
May 2026
May 4, 2026
Tasks and workforce- Move work between properties on the calendar - drag tasks or visits from one property row to another to reschedule and move work in one step. Learn more.
April 2026
April 30, 2026
Inbox- Search shortcut - press Command-F on Mac or Ctrl-F on Windows to jump into inbox search. Learn more.
- Cleaner WhatsApp reaction previews - WhatsApp reactions now show the contact name instead of account-style labels.
- Save button for agent settings - agent identity and behavior edits now save only when you click Save.
- Web location sharing - office staff can share location from a desktop browser when live tracking is enabled. Learn more.
- Approximate location fallback - if precise location is unavailable, Trellis can show a broad city-level location when the worker allows it.
April 29, 2026
Integrations- Ramp for AI Agent - connect Ramp so approved agents can answer spend questions and add property notes to transaction memos. Learn more.
- Conversation tags - add tags to conversations and filter by one or more tags. Learn more.
- Message links - links to older messages now open the right message more reliably.
- Reservation custom fields in sidebars - reservation details now show available custom fields in calendars, dashboard, tasks, and AI chat.
April 27, 2026
Reviews- Reviews from Hostaway and Krossbooking - supported guest reviews now appear in Trellis and link to the related reservation, property, and guest. Learn more.
- Agent picker for review replies - choose which agent drafts a review response.
- Simpler meeting join rules - meeting settings now use clear toggles for team, external, not organized by me, and not accepted meetings. Learn more.
April 26, 2026
Settings- Custom roles - create roles with specific permissions, inbox access, and property access. Learn more.
- Voice-only phone notice - phone settings now explain when a number supports calls but not SMS.
April 25, 2026
AI Agent- Clickable skill references - when the agent references an approved skill, you can open it from the chat preview.
- No-charge visits - mark visit-level costs as not billable while keeping the record visible. Learn more.
April 24, 2026
Inbox- Reply from reservation details - read and reply to the guest conversation from the reservation side panel. Learn more.
- Cleaner property overview - property detail sections are easier to scan and edit. Learn more.
April 23, 2026
AI Agent- Meetings workspace - AI-joined meetings now have a dedicated place for past and upcoming meetings. Learn more.
- Meeting detail pages - open a meeting to review notes, transcripts, linked records, and follow-up questions.
- Meeting recap emails - configure recap emails for attendees after supported meetings.
- Calendar-scheduled meetings - connect a calendar so the agent can join supported meetings based on your rules.
- Visit reschedule moves linked tasks - rescheduling a visit also moves the attached tasks. Learn more.
- Improved date picker - mobile visit rescheduling is easier on small screens.
April 21, 2026
Insights- Redesigned Insights tabs - Insights now includes Pulse, Messaging, Agents, Workforce, and Reviews views. Learn more.
- Clickable stats - click charts, cards, and tables to open the related records.
- Cleaner document toolbar - AI Hub documents have simpler search, filters, and sorting.
April 19, 2026
Tasks- Visits and tasks calendar toggle - switch calendar view between grouped visits and individual tasks. Learn more.
April 17, 2026
Insights- Agent activity feed - Pulse now shows recent AI actions such as messages, tasks, and property updates. Learn more.
- Record drill-downs - open the records behind stats without leaving Insights.
- Unassigned tab for vendor workspaces - vendors can see work that still needs an assignee. Learn more.
April 16, 2026
AI Agent- Shift time updates - approved agents can help update actual shift clock-in and clock-out times. Learn more.
April 15, 2026
Tasks- Department management - approved agents can help create, rename, delete, and reassign task departments. Learn more.
April 14, 2026
Workflows- Action limits for AI steps - choose what an AI step is allowed to do inside a workflow. Learn more.
- Clearer step timing - workflow run details now make each step easier to review.
April 10, 2026
Properties- Pipeline board - track properties or deals across custom stages. Learn more.
- Credential verification - Trellis can verify saved third-party login details and show a verified status. Learn more.
- Supplies on task creation - add required supplies while creating a task. Learn more.
- Room-based checklists - checklist items can be grouped by room or section.
- Inventory updates - completing a task can update inventory counts when supplies are attached.
- Mobile visit page - workers can review upcoming and past visits from mobile.
- Reopen completed tasks - approved agents can reopen work that needs follow-up.
- Task comment mentions - teammate mentions from agent comments now send notifications.
- Run detail refresh - workflow runs now show clearer related records, step summaries, and history. Learn more.
- Default contact type by email address - set whether unknown senders from a mailbox should become guests, vendors, or owners. Learn more.
April 9, 2026
Mobile Tasks- Mobile task filters - filter mobile task lists by status, assignee, property, and more. Learn more.
- Time tracking banner - see active tracked time while moving through the app.
- Smoother mobile navigation - home, schedule, tasks, and AI chat layouts were improved.
April 8, 2026
AI Agent- Switch response modes mid-chat - change the AI response mode during a conversation. Learn more.
- More meeting voice options - choose from more supported voice options.
- Zoom and Microsoft Teams support - invite the meeting agent to supported Zoom and Microsoft Teams links.
- Real-time activity details - the AI chat sidebar shows what the agent is doing as it works.
- Slack file reading - approved agents can read supported files shared in connected Slack channels.
- Inline media - supported images and videos now render inside message threads. Learn more.
- Help on failed steps - failed workflow steps can ask AI for troubleshooting help. Learn more.
- Cleaner contact activity - contact history now focuses on meaningful changes. Learn more.
- Editable bedrooms and bathrooms - supported property details can be edited from the overview. Learn more.
April 7, 2026
AI Agent- Voice meetings - approved agents can join supported video meetings and answer with spoken responses. Learn more.
- Better availability search - the agent now searches more of your portfolio and explains when results are limited.
- Calendar view for runs - review workflow runs on a monthly calendar. Learn more.
- Failure notifications - failed workflows can notify your team.
- Cancel running workflows - stop a running workflow from the run detail page.
- Bulk workflow actions - enable, disable, or delete selected workflows in one step.
- Guesty owner conversations - supported owner conversations now appear in Inbox. Learn more.
- Breezeway comments - comments added by field workers in Breezeway can sync back to Trellis. Learn more.
- Calry reliability - Calry imports and conversations are more reliable. Learn more.
- Gmail multi-account support - connect more than one Gmail account to a workspace. Learn more.
- Reservation notes in the sidebar - more stay details are visible while replying.
April 6, 2026
Guesty- Calendar block and unblock - block or unblock Guesty calendar dates from Trellis with notes. Learn more.
- House manual and stay details - share property instructions, rules, Wi-Fi, parking, and access notes. Learn more.
- Imported portal links - show guest portal links and access status when available.
- Upsell products - create add-ons such as early check-in or grocery packages.
- Connected lock details - show access details when a lock integration is connected.
- Richer run summaries - workflow run history now shows clearer results and timing.
- Better save warnings - workflow setup now catches more common mistakes before a run starts.
- Contact cleanup - Contacts now focuses on search, saved contact methods, conversation links, and cleanup tools. Learn more.
- Blocked email senders - block unwanted senders so they do not reach Inbox. Learn more.
- Full email view - expand email messages to read the full content.
- Resizable email previews - adjust email preview height and keep your preference.
April 5, 2026
Contacts- CSV contact import - upload a contact file, map columns, preview, and import. Learn more.
- Manual escalations can start workflows - team-created escalations can now trigger the right follow-up workflow. Learn more.
- Unread notification badge - the profile tab now shows unread notifications.
April 4, 2026
Guesty- Reservation custom fields - reservation-level Guesty custom fields now appear in Trellis. Learn more.
- Folio total fix - folio payment totals now show more accurately.
- Task sync fix - Breezeway task reporting is more reliable. Learn more.
April 3, 2026
AI Agent- Clearer sidebar result - the AI sidebar no longer shows a failure message after a task actually succeeds.
April 2, 2026
Workflows- Run experience refresh - workflow run pages now show clearer errors, steps, and notifications. Learn more.
- Template install fixes - workflow templates install more reliably.
- Ordered activity details - agent actions now show in the order they happened.
- Working indicator - the activity panel opens while the agent is working and closes when done.
- Agent settings refresh - agent identity settings are easier to configure. Learn more.
April 1, 2026
Workflows- Approval steps - pause a workflow for manual review before sensitive actions happen. Learn more.
- Unknown SMS contacts - unknown SMS contacts now show clearer phone details.
- Convert to Contact - convert unknown SMS contacts into saved contacts. Learn more.
March 2026
March 31, 2026
AI Agent- AI sidebar refresh - the AI sidebar has a cleaner layout, regenerate action, feedback actions, and record links. Learn more.
- Properties page refresh - the property list and filters are easier to use. Learn more.